Author

Robin Copley

Founder & Principal · Wealth Architects Global

Robin Copley is Founder and Principal of Wealth Architects Global, based in Ho Chi Minh City, Vietnam. He works with Americans and other internationally connected clients on investment management, retirement income and the financial decisions that cross national borders.

His earlier UK career included pensions, global custody and wealth-management technology. At Multrees Investor Services, he developed relationships with family offices and investment managers, including Stonehage Fleming, Bernstein Private Wealth and GAM, around global custody and administration services.

His planning work starts with the family's assets, liabilities, spending and responsibilities across jurisdictions. He coordinates with qualified tax and legal specialists where needed, so investment decisions, estate arrangements and retirement plans are considered together. Articles on this site provide general education, not individual tax or legal advice.

Qualifications and experience

Robin holds the CISI Investment Advice Diploma and the CISI Certificate in Paraplanning, and has passed the US Series 65 examination. His work combines UK financial-services experience with a Vietnam-based perspective on international family wealth.

Investment advisory relationship

Wealth Architects Global is an SEC-registered investment advisory firm and a trading name of Next Leap Consultancy Ltd.

View SEC registration and disclosures · Robin on LinkedIn

Selected articles

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